JBS N.V.

JBS

Market cap $16.7B

I reiterate my buy recommendation on JBS, citing strong upside potential and resilient fundamentals. JBS maintains best-in-class financials and global diversification, yet trades at a significant valuation discount to peers. Despite a recent NYSE listing, JBS's valuation has not converged with competitors, offering a 22% upside if multiples normalize.

PITTSBURGH, Feb. 09, 2026 (GLOBE NEWSWIRE) -- JBS Mental Health Authority (“JBS”), a provider of mental health services in Alabama,1 recently announced a cybersecurity incident, which impacted the personal information of over thirty thousand individuals. Lynch Carpenter, LLP is investigating claims against JBS related to this data breach. For an attorney to review your case, visit our site HERE .

JBS N.V. remains fundamentally attractive and undervalued, with a Buy rating and a 2026 price target of $18.2/share. JBS's global protein leadership, strong FCF generation, and ongoing deleveraging underpin its investment case despite cyclical volatility. Valuation remains compelling at ~5x EV/EBITDA, well below peers like TSN and NSRGY, with Wall Street consensus supporting strong upside.

Here is how JBS N.V. (JBS) and L'Oreal SA (LRLCY) have performed compared to their sector so far this year.

Amstelveen, Netherlands, Jan. 12, 2026 (GLOBE NEWSWIRE) -- JBS N.V. (the “Company,” “JBS,” “we” or “us”) (NYSE: JBS; B3: JBSS32), together with JBS USA Foods Group Holdings, Inc. and JBS USA Food Company Holdings (collectively, the “Co-Issuers”), announced today the expiration and results of its previously announced offers to exchange (the “Exchange Offers”) any and all of the outstanding Old Notes (as defined below) for an equal principal amount of new notes (the “New Notes”) in a transaction registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”).

Amstelveen, Netherlands, Jan. 09, 2026 (GLOBE NEWSWIRE) -- JBS N.V. (the “Company,” “JBS,” “we” or “us”) (NYSE: JBS; B3: JBSS32), reminds the holders of Old Notes (as defined below) that each Exchange Offer (as defined below) will expire  at 5:00 p.m., New York City time, on Monday, January 12, 2026 , unless extended (the “Expiration Date”).

Amstelveen, Netherlands, Dec. 11, 2025 (GLOBE NEWSWIRE) -- JBS N.V. (the “Company,” “JBS,” “we” or “us”) (NYSE: JBS; B3: JBSS32) announced today that it, JBS USA Foods Group Holdings, Inc. and JBS USA Food Company Holdings (collectively, the “Co-Issuers”) have commenced registered exchange offers (the “Exchange Offers”) to exchange up to:

A federal labor judge in Brazil ordered the government to add a poultry unit of meatpacker JBS to a so-called "dirty list" of employers responsible for subjecting workers to slavery-like conditions, according to a Tuesday court ruling seen by Reuters.

Brazilian meatpacker JBS said on Tuesday it had signed a binding memorandum of understanding with the shareholders of Viva to combine both firms' assets related to leather production and commercialization.

JBS N.V. is a global leader in consumer staples with significant exposure to both developed and emerging markets, including the US, Brazil, Europe, and Asia. JBS offers a high dividend yield above 12%, but its business is highly volatile compared to peers, making forecasts challenging and requiring a long-term investment horizon. The company meets key quality criteria - being well-run, fundamentally safe, and paying a well-covered dividend - but falls short on valuation metrics.